Fund takes a bottom-up view on resource bets

Shawn Reynolds’s goal is to pick resources stocks that can perform well regardless of what their underlying commodities are doing. That is easier said than done, but the strategy comes in handy for the portfolio manager of the Van Eck Global Hard Assets Fund (GHAAX) in times when global events increase volatility in the commodities arena.
“A basic investment tenet is we try to pick the best stocks that can perform under any commodity price,” Mr. Reynolds said. “We look at it from the bottom up.”………………………………………Full Article: Source